If you are enrolled in Payment Processing, My Clients Plus will send an automatic transaction receipt to your client's email address when their payment is processed. If you don't want a client to receive automatic transaction receipts in their email, you can turn off automatic receipts in the client's profile.
Jump to Section: [Client Email] [Manually Disable Automatic Payment Transaction Receipts]
Clients receiving automatic receipts for transactions receive an email with a PDF attachment confirming their Payment was successful.
- Email Subject: "Receipt for your payment to...."
Attachment: The receipt will be attached as a PDF.
Manually Disable Automatic Transaction Receipts
- Locate Client and open Client Profile.
- Click Bill To & Insurance Info in side menu.
- Uncheck the Send Credit Card Charges Receipts to this Email or Send Charged Payment Receipts to this Email checkbox.
Save Billing Info.
NOTE: If you uncheck this box and then later add an email address to the Client Profile, that email address will copy over to the Bill To & Insurance Info tab, but the checkbox will NOT be selected automatically.